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Technology Stocks : Silicon Valley Group

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To: FJB who wrote (1290)11/4/1997 1:21:00 PM
From: Cary Salsberg  Read Replies (1) of 2946
 
Robert,

RE:" I'm wondering if a three month cycle time is possible for step and scan machines. This doesn't seem like a realistic goal to me considering they now take over 40 weeks to build."

I had the same thoughts! From David's posts, I'm starting to think it takes 40-50 weeks for the whole cycle, but only part of that time is in the bays (testing??). If the bays have been the bottleneck, then 50 bays with 13 weeks in a bay allows a 200 unit annual capacity if there is plant space and labor for the other 27 weeks of the cycle.

Cary
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